For more than four years, Moditar has worked closely with Meridian Wine Merchants to streamline and automate their order processing across both retail and eCommerce channels. From direct EDI feeds to online platform integrations, we’ve helped Meridian simplify how orders move through their business.
Now, we’ve helped them take the next step—by connecting their Salesforce CRM to Microsoft Navision ERP for a fully integrated front-office and back-office experience.
The challenge: make Salesforce part of the operational reality
Sales and marketing teams live in Salesforce. Operations and finance teams live in Navision. But when those systems don’t talk to each other, things fall through the cracks: product data gets out of sync, stock levels aren’t reflected, and manual re-entry creates risk.
Meridian needed to align customer-facing teams with real-time operational data—without adding friction.
The solution: seamless, two-way integration
Using Utopia, Moditar delivered a clean, two-way sync between Salesforce and Navision. The setup now enables:
- Orders captured in Salesforce to flow automatically into Navision for fulfillment
- Stock and product data to sync continuously between systems
- Customer records to stay clean, up-to-date, and matched across platforms
The result is a Salesforce environment that’s deeply connected to reality. Salespeople get accurate stock and customer information. Finance doesn’t have to reprocess data. Operations sees orders instantly.
It’s all part of a broader integration effort Moditar manages—including 18 eCommerce integrations and numerous retail EDI connections—to give Meridian the digital backbone it needs to scale.
Why it matters
Salesforce is powerful. But without access to ERP data, it's just a CRM. By connecting the two systems, we’ve helped Meridian reduce admin, improve quote-to-cash speed, and ensure everyone—from sales to warehouse—is working from the same source of truth.
And because we’ve been in the trenches with Meridian for years, the rollout was fast, efficient, and tailored to their environment.
If your Salesforce team is flying blind without ERP visibility, we can help. Whether you’re running Navision, Sage, SAP, or something else entirely, Moditar builds connected systems that keep sales and operations aligned.
Let’s talk.